EG icon

Everest Group
EG

Overview Fund Activity

430 hedge funds and large institutions have $7.48B invested in Everest Group in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
48
Increased
139
Reduced
179
Closed
35
Calls
$15M
Puts
$17.5M
Net Calls
-$2.51M
Net Calls Change
-$11.8M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$79.1M
2
Capital International Investors
Capital International Investors
California
+$67M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$48.6M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$47.8M
5
WRF
Waddell & Reed Financial
Kansas
+$29M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$81.5M
2
ESCM
Echo Street Capital Management
New York
-$35.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$32.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$29.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
301
Louisiana State Employees Retirement System
Louisiana
$395K +$59.3K +300 +18%
KeyBank National Association
302
KeyBank National Association
Ohio
$393K +$2.57K +13 +0.7%
LP
303
LMR Partners
United Kingdom
$388K +$193K +975 +99%
PG
304
Pendal Group
Australia
$387K +$387K +1,960 New
Voloridge Investment Management
305
Voloridge Investment Management
Florida
$375K +$375K +1,900 New
ECM
306
Everence Capital Management
Indiana
$371K – – –
HI
307
Horizon Investments
North Carolina
$370K -$432K -2,187 -54%
RP
308
Rowlandmiller & Partners
Georgia
$368K +$51K +265 +16%
CIBC World Market
309
CIBC World Market
Ontario, Canada
$365K +$365K +1,850 New
RIM
310
Redpoint Investment Management
Australia
$361K +$61.9K +314 +21%
RJFSA
311
Raymond James Financial Services Advisors
Florida
$347K -$1.58K -8 -0.5%
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$319K +$319K +1,617 New
X
313
Xponance
Pennsylvania
$316K -$2.37K -12 -0.7%
VI
314
Versor Investments
New York
$316K +$316K +1,600 New
Citadel Advisors
315
Citadel Advisors
Florida
$305K -$13.9M -70,300 -98%
WAM
316
World Asset Management
Michigan
$298K -$13.6K -69 -4%
AMIM
317
Aull & Monroe Investment Management
Alabama
$296K – – –
HA
318
Harbor Advisors
Florida
$296K – – –
CB
319
Commerce Bank
Missouri
$291K +$291K +1,475 New
PSUF
320
People's United Financial
Connecticut
$284K -$73K -369 -20%
CI
321
Cigna Investments
Connecticut
$280K – – –
Wellington Management Group
322
Wellington Management Group
Massachusetts
$270K – – –
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$268K -$16K -81 -6%
VAS
324
Vestmark Advisory Solutions
Massachusetts
$268K +$29.8K +151 +13%
GHA
325
GW Henssler & Associates
Georgia
$263K +$15.8K +80 +6%
11 12
13
14 15